Help a client upload from a phone

Once the client has accepted the practice invitation, they can open the BeforeMay mobile app for the same practice. The work screen has Still needed and Uploaded lists.

1. Ask them to open Still needed and tap the document the practice requested.
2. They can choose Take a photo, Choose from library or Choose a File.
3. After sending it, they can check Uploaded. A completed checklist item shows Done.

The app may read a photo and match it to a checklist item. If it does not match, the file can still be uploaded for the accountant to review. A client can also attach a photo or file in Messages.

For a blurred receipt, ask for another picture with the whole page visible. The case's Sources row is where you check whether the upload became readable evidence.